
What smart money is saying about Centrus Energy Corp.
1 fund in our archive has pitched Centrus Energy Corp., most recently Riverwater Small Cap Strategy in June 2025.
Centrus Energy Corp. supplies nuclear fuel and services for the nuclear power industry in the United States, Japan, Belgium, and internationally. The company operates through two segments, Low-Enriched Uranium (LEU) and Technical Solutions. The LEU segment sells separative work units (SWU) component of LEU; SWU and natural uranium components of LEU; and natural uranium for utilities that operate nuclear power plants. The Technical Solutions segment offers technical, manufacturing, engineering, procurement, construction, and operations services to public and private sector customers, including the American Centrifuge engineering and testing activities. The company was formerly known as USEC Inc. and changed its name to Centrus Energy Corp. in September 2014. Centrus Energy Corp. was incorporated in 1998 and is headquartered in Bethesda, Maryland.
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Position history
Between Q4 2024 and Q3 2025, 2 fund letters reported a position in Centrus Energy Corp., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 1 | 0 | 0 |
| Q2 2025 | 0 | 0 | 0 | 1 |
| Q4 2024 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2025
“o one each in consumer (Toll Brothers), energy (Centrus Energy), basic materials (MP Materials)”
Centrus Energy Corp. - December 2024
“Other top Q4 contributors included Centrus Energy, Graham Corp and Cal-Maine Foods.”
Centrus Energy Corp.
Fund coverage · 1 thesis
- Riverwater Small Cap StrategyJune 2025
Centrus Energy Corp. is a unique investment opportunity in the U.S. nuclear sector, positioned to address supply gaps and leverage government support while facing execution risks amidst a nuclear renaissance.
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